TFAFX Mutual Fund

NAV$14.10

Returns Overview

1 Month
-0.43%
3 Months
+12.21%
6 Months
+7.18%
YTD
+7.26%
1 Year
+16.64%
3 Years (annualized)
+14.39%
5 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Wilshire Liquid Alternative Index Total Return(^WLIQATR)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+3.47%
vs Peers
+3.79%

TFAFX Mutual Fund Performance

TFAFX performance across multiple time periods: 1-month -0.43%, YTD 7.26%, 1-year 16.64%, 3-year 14.39%, 5-year 6.21%.

TFAFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.64%, investors should weigh costs against performance when evaluating this mutual fund.

TFAFX performance comparison shows side-by-side returns with another fund. TFAFX alternatives are available in the Mutual Fund Screener.